Latest News
New Suitability Guidance
We have made updates to our suitability program, including a new suitability acknowledgement form, which
Change in Trust Requirements
Effective immediately, a full trust agreement is no longer needed for applications where a trust
Tips for Submitting Conversion Applications
Use the following tips to ensure your conversion applications are received in good order and
Upcoming E-App Changes
We’re making a few changes to the E-App you access through iPipeline to streamline and
REMINDER: Key Transition Dates Related to AG 49-A Guidelines
The following transition guidelines apply to all IUL Accumulation II new business cases. IUL Flex
Life New Business & Underwriting Current Service Times
I hope you were able to take time to enjoy the Thanksgiving holiday. I’d like
Big News for VersaChoice
VersaChoice catapults six spots to #2 best-selling FIA in third quarter1 That’s right. Last spring,
This Year’s Hottest New Stocking Stuffer? Life with Confidence!
Helping clients understand the value of Index Universal Life Insurance (IUL) is one of the
High Deductible Health Insurance
If you’re like many other Americans, you chose a high deductible health care plan to
A Walk Through Life Stages
Clients come from all walks of life and each has their own insurance needs. Being